Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Jacobson is a financial advisor at LPL Financial LLC. Lawrence has been in the industry since August 20, 1993. Lawrence is registered with the state of Pennsylvania and the Financial Industry Regulatory Authority (FINRA). Lawrence has experience in both the investment advisory and brokerage industries.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
09/17/2024 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
01/01/1999 - 04/02/2013
NFP SECURITIES, INC. (PITTSBURGH PA)
NY
04/05/1995 - 12/10/1998
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
CT
10/15/1993 - 04/13/1995
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
07/30/1993 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 11/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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